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Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $38B
1-Year Est. Return 19.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.9B
AUM Growth
-$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,244
New
Increased
Reduced
Closed

Top Buys

1
+$173M
2
+$125M
3
+$106M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$105M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$90.9M

Top Sells

1
+$149M
2
+$137M
3
+$117M
4
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$76.8M
5
IXN icon
iShares Global Tech ETF
IXN
+$73.5M

Sector Composition

1 Technology 5.33%
2 Healthcare 4.83%
3 Financials 3.77%
4 Industrials 2.9%
5 Consumer Staples 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3451
$2K ﹤0.01%
+158
3452
$2K ﹤0.01%
+521
3453
$2K ﹤0.01%
65
-65
3454
$2K ﹤0.01%
+494
3455
$2K ﹤0.01%
357
-19
3456
$2K ﹤0.01%
85
3457
$1K ﹤0.01%
49
3458
$1K ﹤0.01%
24
-20
3459
$1K ﹤0.01%
+174
3460
$1K ﹤0.01%
+600
3461
$1K ﹤0.01%
+53
3462
$1K ﹤0.01%
24
-3
3463
$1K ﹤0.01%
+74
3464
$1K ﹤0.01%
+103
3465
$1K ﹤0.01%
3
3466
$1K ﹤0.01%
50
3467
$1K ﹤0.01%
+33
3468
$1K ﹤0.01%
16
+10
3469
$1K ﹤0.01%
57
-22
3470
$1K ﹤0.01%
160
3471
$1K ﹤0.01%
50
+36
3472
$1K ﹤0.01%
+24
3473
$1K ﹤0.01%
12
-8
3474
$1K ﹤0.01%
95
3475
$1K ﹤0.01%
43
137 138
139
140 141